Latest From the Blog
The New Math on Inheriting Your Parent's House
Deciding what to do with a family property is often both an emotional and financial decision, but the rising costs of renovations, property taxes and utilities are making it harder for adult children to hold on to the real estate…
Congress Ended a Tax Break. How That May Help Higher Earners.
Many retirement savers are furious about a law that took effect in January, and at first glance it’s easy to see why.
The provision, enacted in late 2022, denies a key tax deduction to workers aged 50 and older who had $145,000 or more in wages the prior year. They’ll no longer be able to put “catch-up” contributions into traditional 401(k) or similar plans…
How To Reap Tax Breaks From Your HSA
Health-savings accounts offer remarkable benefits. But the nuts and bolts of using them are often confusing.
5 years before and 5 years after retirement: 5 steps to take
"I can't play golf five, six days a week. I've got to have something else to do," he said. "But what's that something else going to be?
When It Pays to Hire a Tax Pro
Despite how easy commercial tax software has made it to file by yourself, the growing complexity of tax filing is convincing more Americans to pay someone for help.
How to Donate to Charity, Get a Tax Break and Have Income for Life
For charities, a big advantage is that baby boomers holding lots of assets in traditional IRAs have a new way to make large donations to beloved causes and get something back.